Fidelis Capital Partners, LLC Incresed Positions in Q4 2024

Fidelis Capital Partners, LLC

  • $1 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
20.5K
+ 36.78%
$567.81 - $607.81 $11.6M - $12.4M
76.2K $45.5B
BAC
Bank Of America Corp

Financial Services
224K
+ 650.94%
$39.22 - $47.77 $8.78M - $10.7M
258K $11.9B
AMZN
Amazon Com Inc

Consumer Cyclical
11.4K
+ 10.24%
$180.88 - $232.93 $2.05M - $2.64M
122K $29B
GOOGL
Alphabet Inc.

Communication Services
12.6K
+ 14.18%
$161.86 - $196.66 $2.03M - $2.47M
101K $20.3B
AAPL
Apple Inc.

Technology
28.6K
+ 12.99%
$221.69 - $259.02 $6.35M - $7.42M
249K $56.8B
IVV
Ishares Core S&P 500 ETF

ETFs
6.58K
+ 10.19%
$570.51 - $610.59 $3.75M - $4.02M
71.1K $42.7B
JPM
Jpmorgan Chase & CO

Financial Services
12.5K
+ 29.78%
$205.18 - $250.29 $2.57M - $3.14M
54.7K $14.6B
PSLV
Sprott Physical Silver Trust

Financial Services
547K
+ 50.5%
$9.65 - $11.76 $5.28M - $6.43M
1.63M $17.2B
META
Meta Platforms, Inc.

Communication Services
2.73K
+ 13.4%
$554.08 - $632.68 $1.51M - $1.73M
23.1K $16.1B
QQQ
Invesco Qqq Trust, Series 1

ETFs
8.17K
+ 143.88%
$481.22 - $538.17 $3.93M - $4.4M
13.8K $7.17B
TSLA
Tesla, Inc.

Consumer Cyclical
4.51K
+ 29.95%
$213.65 - $479.86 $963K - $2.16M
19.6K $7.51B
VO
Vanguard Mid Cap ETF

ETFs
13K
+ 23.24%
$261.5 - $284.63 $3.41M - $3.71M
69.1K $19B
MSFT
Microsoft Corp

Technology
12K
+ 11.71%
$406.35 - $454.46 $4.87M - $5.44M
114K $46.9B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
69.1K
+ 176.73%
$49.79 - $51.14 $3.44M - $3.53M
108K $5.42B
GOOG
Alphabet Inc.

Communication Services
438
+ 0.61%
$163.08 - $198.16 $71.4K - $86.8K
72.8K $14.8B
AVGO
Broadcom Inc.

Technology
3.86K
+ 8.55%
$159.67 - $250.0 $616K - $965K
49K $10.7B
VEA
Vanguard Ftse Developed Market

ETFs
56.1K
+ 78.01%
$47.57 - $52.44 $2.67M - $2.94M
128K $6.31B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
20.4K
+ 36.74%
$113.92 - $127.38 $2.32M - $2.6M
75.9K $8.87B
GS
Goldman Sachs Group Inc

Financial Services
2.94K
+ 65.73%
$486.1 - $608.57 $1.43M - $1.79M
7.42K $4.69B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
66.6K
+ 390.48%
$34.13 - $37.35 $2.27M - $2.49M
83.6K $2.95B
IWM
Ishares Russell 2000 ETF

ETFs
9.36K
+ 22.57%
$216.13 - $242.4 $2.02M - $2.27M
50.8K $11.4B
IWP
Ishares Russell Mid Cap Growth

ETFs
14.8K
+ 74.24%
$116.4 - $138.52 $1.72M - $2.04M
34.6K $4.65B
V
Visa Inc.

Financial Services
2.62K
+ 12.31%
$273.87 - $320.91 $717K - $840K
23.9K $8.26B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.74K
+ 9.14%
$521.84 - $558.82 $1.43M - $1.53M
32.8K $18B
PLTR
Palantir Technologies Inc.

Technology
16.2K
+ 133.34%
$36.46 - $82.38 $589K - $1.33M
28.3K $2.37B
VONV
Vanguard Russell 1000 Value Et

ETFs
21.2K
+ 63.46%
$80.87 - $87.69 $1.72M - $1.86M
54.7K $4.62B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2.78K
+ 119.46%
$563.99 - $620.12 $1.57M - $1.72M
5.11K $2.98B
IWR
Ishares Russell Mid Cap ETF

ETFs
12.6K
+ 8.47%
$87.25 - $95.52 $1.1M - $1.2M
161K $14.8B
IEFA
Ishares Tr

ETFs
20.9K
+ 18.22%
$70.06 - $77.43 $1.46M - $1.62M
135K $9.86B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.73K
+ 13.76%
$442.29 - $483.08 $1.21M - $1.32M
22.5K $10.5B
NFLX
Netflix Inc

Communication Services
359
+ 8.59%
$687.65 - $936.56 $247K - $336K
4.54K $4.44B
GLD
Spdr Gold Trust

ETFs
3.47K
+ 8.98%
$236.59 - $257.5 $820K - $893K
42.1K $10.9B
VOT
Vanguard Mid Cap Growth Index

ETFs
3.66K
+ 109.87%
$241.48 - $274.89 $885K - $1.01M
7K $1.89B
CRM
Salesforce, Inc.

Technology
1.44K
+ 13.92%
$270.87 - $367.87 $389K - $529K
11.8K $3.99B
PYPL
Pay Pal Holdings, Inc.

Financial Services
10.8K
+ 210.67%
$77.25 - $91.3 $831K - $982K
15.9K $1.42B
WMT
Walmart Inc.

Consumer Defensive
5.6K
+ 20.99%
$79.1 - $95.7 $443K - $536K
32.3K $3.21B
WFC
Wells Fargo & Company

Financial Services
7.98K
+ 32.59%
$54.98 - $77.35 $439K - $617K
32.5K $2.54B
PG
Procter & Gamble CO

Consumer Defensive
5.43K
+ 22.92%
$161.05 - $179.7 $875K - $976K
29.1K $4.91B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
23.3K
+ 299.6%
$38.37 - $42.82 $896K - $1M
31.1K $1.2B
MA
Mastercard Inc

Financial Services
1.08K
+ 21.11%
$491.3 - $536.15 $530K - $578K
6.19K $3.49B
AVUV
American Centy ETF Tr Avantis

ETFs
8.66K
+ 64.81%
$94.37 - $106.41 $817K - $921K
22K $2.13B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
15.2K
+ 136.67%
$51.09 - $55.27 $775K - $838K
26.3K $1.37B
UNH
Unitedhealth Group Inc

Healthcare
1.6K
+ 19.15%
$485.52 - $625.25 $777K - $1M
9.96K $5.46B
MS
Morgan Stanley

Financial Services
1.61K
+ 5.91%
$104.42 - $134.99 $168K - $217K
28.7K $3.94B
VTV
Vanguard Value ETF

ETFs
4.09K
+ 158.66%
$168.32 - $181.87 $688K - $743K
6.66K $1.17B
AXP
American Express CO

Financial Services
1.66K
+ 41.54%
$267.35 - $305.57 $442K - $506K
5.64K $1.78B
KLAC
Kla Corp

Technology
588
+ 19.12%
$614.46 - $829.55 $361K - $488K
3.66K $2.71B
GE
General Electric CO

Industrials
2.61K
+ 46.13%
$159.95 - $194.23 $417K - $507K
8.26K $1.69B
DFS
Discover Financial Services

Financial Services
820
+ 8.91%
$136.3 - $182.67 $112K - $150K
10K $1.99B
Activity Summary
Buys All Purchases 315 New Holdings 51 Increased Positions 264 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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